About Doug Ransom
Our Relationship
Most people probably would not categorize their relationship with their investment advisor as one of the most important in their lives. You should expect your relationship with your advisor to be a long term and beneficial one. Your financial goals and needs will change over time.
Regardless of those material changes I will be committed to providing you with the best possible service today and for years to come.
As an engineer and an Investment Advisor, I think differently.
I help select clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals.
Summary of Client Benefits
- Client Commitment. I am committed to delivering excellent service.
- A proven and systematic Financial Planning Advisory Process ensures that your needs are addressed, that your personal goals are translated into specific, financial objectives and that we have a reliable and disciplined strategy to meet them.
- A Disciplined Approach To Investing helps achieve superior long-term results with less stress.
- I can deliver a Total Financial Solution based on a complete look at your life.
- I work with a team of professionals at ScotiaMcLeod to offer you investment, retirement, estate, and insurance strategies that fit your unique situation.
- Electing for a fee-based account, you can be confident you are receiving objective investment advice, cost and tax savings, and access to some of the world's best investment managers.
- Tax Planning and tax efficient investment strategies many advisors overlook.